GP
George Pearkes
@peark.es
Bluesky’s resident finance bro | Macro Strategist | Even the blind squirrel get a nut sometime. | QCR: Non Culto | American via Canada, not Scottish.
*ALL CAPS HEADLINES LIKE THIS ARE FROM BLOOMBERG
📍 CLT
5.5k followers577 following15.1k posts
Based on the second figure in the essay, there was a huge jump in evening supply by batteries between 2023 and 2024. But what actually happened to cause this single-year jump? I couldn't find the answer in the essay. Also, what caused the 2024 12am-6am baseline to drop so much?
I cannot stress how absolutely stunning a change in the capital mix this is
GP
George Pearkes
@peark.es
Bluesky’s resident finance bro | Macro Strategist | Even the blind squirrel get a nut sometime. | QCR: Non Culto | American via Canada, not Scottish.
*ALL CAPS HEADLINES LIKE THIS ARE FROM BLOOMBERG
📍 CLT
5.5k followers577 following15.1k posts